Understanding how to use the Categories Manager in Console Gateway Live will allow you to generate better reports, managing your clients and work more efficiently. The Categories Manger is found under the tools menu. It enables you to control categories and look up fields for all files such as;
- Zones
- Type
- Bedrooms
- Bathrooms
- Parking
all from a central location. Before going ahead let’s take a look at some of the category types you might like to discuss at your next team meeting before implementing this process…
CONTACT FILES
- Investors
- Referrals
- Owners
- Tenants
- Appraisals
- Tenant Register
- New Business Register
- Relocation Agency
- Creditors
OWNER, PROPERTY & TENANT FILES
- Investor
- Commercial
- Owners
- Insurance
- Pets Allowed
- Corporate Lease
- EOFY Statement Fee
- Short Term
- Email Statement
CREDITOR FILES
- Plumber
- Electrician
- Handyman
- Cleaner
- Pool Guy
- Public Liability
- Work Cpver
- Non-GST
- Pest Control
MAINTENANCE
- Routine
- Emergency
- Urgent
- Tenant to Pay
- Roofing
- Owner Attending
- Tenant Attending
- Regular
- Repeat Maintenance
A user with permission to customise the database as part of their log in profile, may edit the master categories or look up fields from within a file. Or may edit all categories by selecting
1. Tools
2. Categories Manager
3. Expand out columns of the left hand side
4. Add, Edit, Delete or select Reset to customise this area.
5. Click ok to return back to the main menu at anytime
(watch the video below)
PLAY THE VIDEO ABOVE
Please email us if you’d like to know more about our Property Management Courses or need any further assistance.